Tue, Jan 27, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Current low correlations and low volatility are good opportunities for Asian hedge funds

Thursday, June 06, 2013

amb
Lanny Lim
Benedicte Gravrand, Opalesque Geneva:

An Asian portfolio manager shares his insights on the Asian hedge fund investment landscape in a recent interview with Sona Blessing on Opalesque Radio.

Lanny Lim is a portfolio manager at SAIL Advisors, one of Asia’s leading Global funds of hedge funds managers, with offices in Hong Kong and New York. He has almost two decades of experience in the Asia Pacific capital markets.

According to Lim, hedge funds are a very "applicable" way to invest in Asia, as volatility in the region is usually high.

"Hedge funds in the last ten years have certainly performed as well as the equity market, but also with less than half the volatility," he says.

Over the last six to seven years, there has been no overall correlation between the performance of large hedge funds and their smaller counterparts but size does matter on a case-by case basis, according to SAIL’s research. "At a certain size, hedge funds may experience problems still performing well with the same strategy than they did when they were smaller," Lim explains. So SAIL looks for capacity constraints in each strategy rather than the actual size in the hedge funds. Capacity constraints historically come about when assets under management reach the $600 to $700 million mark, he notes.

Asian markets ar......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Investing - U.S. investors favor currency hedged Europe ETFs as euro tumbles, Quants win back investors as Swiss franc fuels volatility gains, David Einhorn's $7bn hedge fund is loading up on this stock, Hedge fund BlueMountain Capital unveils Ocwen Financial short, claims default on notes[more]

    U.S. investors favor currency hedged Europe ETFs as euro tumbles From Reuters.com: U.S. investors stung by the falling euro who want to stay invested in Europe are turning to exchange-traded funds designed to strip out the impact of the region's currency. The biggest among so-called "cur

  2. News Briefs - Millennials use tech tools to jump into investing, Winklevoss twins to launch bitcoin exchange with FDIC insured deposits, Robertson’s legacy from hedge funds to New Zealand, Real estate managers exploring smaller open-end funds[more]

    Millennials use tech tools to jump into investing It is the Facebookification of monetary investing. From social networking platforms that enable young investors to stick to every other's stock-picking mojo, to internet sites for initially-timers hungry for a piece of the Silicon Valley

  3. Top performing private equity firms you should invest in[more]

    Komfie Manalo, Opalesque Asia: Professor Oliver Gottschalg of Paris-based HEC Business School, also known as Ecole des Hautes Etudes Commerciales de Paris has released his annual ranking of the top performing private equity firms. The 2014 HEC-DowJones Private Equity Performance Ranking

  4. Comment - Why invest in hedge funds if they don't outperform the market?[more]

    From Forbes.com: Hedge funds have always been a bit exotic and an enigma to some, but bottom line they are supposed to produce good returns using a range of strategies including global macro, event driven and relative value (arbitrage). And, sophisticated or high-net-worth individuals (HNWIs) could

  5. Owen Li 'truly sorry' for blowing up $100m of hedge fund’s assets[more]

    From CNBC.com: A hedge fund manager told clients he is "truly sorry" for losing virtually all their money. Owen Li, the founder of Canarsie Capital in New York, said Tuesday he had lost all but $200,000 of the firm's capital—down from the roughly $100 million it ran as of late March. "I take r